Weekly analysis

Read the weekly market analysis

Quarterly outlook

Read the Q1 2026 Investment Outlook: Markets seek to continue the winning streak in 2026

Trending now

Keep on top of the latest news impacting capital markets.

White House

Stock market under the Trump administration

January 9, 2026
As investors consider Donald Trump’s second presidential term, they’re focusing on how the administration’s policy changes impact the stock market and economy.

Geopolitics

Geopolitical conflict and its impact on global markets

January 8, 2026
Investors weigh the implications of geopolitical conflict around the world, including recent U.S. military operations in Venezuela.

Stock Market

Is a market correction coming?

January 7, 2026
A market rebound has pushed U.S. equities near record highs – here’s what AI, federal reserve policy, and the economy could mean for investors in 2026.

Federal Reserve

Federal Reserve cuts interest rates 0.25% and increases growth projections for 2026

December 10, 2025
At its last meeting of 2025, the Federal Reserve cut interest rates for the third time this year and increased economic growth projections for 2026.

Capital markets and the economy

Stay a step ahead with market and economic insights that can help inform your investing strategy.

U.S. Economy

U.S. economic momentum surges

January 9, 2026
According to the U.S. Bureau of Economic Analysis, GDP growth accelerated in the third quarter of 2025.

Equities Market

How do changing interest rates affect the stock market?

December 23, 2025
As interest rates change, learn what the ripple effects across capital markets may mean for equity investors.

Real Estate

How REITs can diversify your portfolio

December 22, 2025
Here's a look at how to invest in REITs and diversify your portfolio into residential and commercial real estate.

BOND MARKET

How changing interest rates impact the bond market

December 17, 2025
How does an evolving interest rate environment create opportunities for bond investors?

Insights and analysis

Read the latest thought leadership from the U.S. Bank Asset Management Group.

Private Markets

Investing in exchange funds: Benefits and risks for diversifying concentrated positions

December 17, 2025
For qualifying investors with concentrated stock positions, exchange funds may provide an appealing combination of diversification, long-term returns and tax benefits.

Municipal Bonds

Tax-sensitive investors capitalize on municipal bonds

December 12, 2025
Learn how today's evolving fixed-income market creates opportunities for bond investors.

GLOBAL MARKETS

Analysis: China’s economy and its influence on global markets

November 21, 2025
What should investors consider when seeking emerging market exposure to the world’s second-largest economy?

TECHNOLOGY SECTOR

Investing in tech stocks: Is now a good time?

November 20, 2025
In recent years, the communications services and information technology sectors routinely outperformed the broader S&P 500, despite exhibiting some volatility, and this trend continues as we look toward year-end and 2026.

Start of disclosure content

Disclosures

Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Wealth Management – U.S. Bank is a marketing logo for U.S. Bank.

Start of disclosure content

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.